Good Educational Tax Free Savings Account (TFSA) Articles The Tax Free Savings Account, TFSA, is a great savings plan. Below is a collection of what I consider good educational articles about the TFSA. If you have further questions, please contact me. When Not to Contribute to a TFSA A TFSA isn’t the holy grail …

2015 TFSA Update – Additional $5,500 of Room Available The Tax Free Savings Account (TFSA) is becoming a more important part of financial planning as each year passes by. 767 total views, 0 views today

TFSA Update – Additional $5,500 of Room Available in 2014 BACKGROUND TFSAs are in their fifth year. As of January 1st, 2014, you can now invest an additional $5,500. You do not have to set up a TFSA or file a tax return to earn contribution room. TFSA contribution room accumulates every year, if at any time …

Indices and Benchmarks – Q4 2013 Reviewing the returns of indices and benchmarks is useful for comparing how your portfolio performed when viewing your latest statement. A portfolio is made up of several components based upon your risk profile. For example, a balanced portfolio might have 5% cash, 45% bonds and 50% equities. The Canada Pension Plan portfolio …

January 2014 Newsletter RETIREMENT INCOME PLANNING Canada Pension Plan, CPP Payouts for the Canada Pension Plan, CPP, rose a minuscule 0.9% for 2014 based upon the Consumer Price Index. Click here for minimum and maximum Canada Pension Plan Payment Rates. Your CPP payment is dependent on your contributions to the plan over your working career and when …